FSA
Financial Security Advisor Portfolio holdings
AUM
$434M
1-Year Est. Return
15.41%
1 Year Est. Return
+15.41%
AUM
$394M
AUM Growth
+$678K
(+0.17%)
Holding
131
Top Buys
| 1 | +$8.28M | |
| 2 | +$1.14M | |
| 3 | +$1.09M | |
| 4 |
Capital Group Growth ETF
CGGR
|
+$725K |
| 5 |
Alphabet (Google) Class A
GOOGL
|
+$490K |
Top Sells
| 1 | +$637K | |
| 2 | +$515K | |
| 3 | +$419K | |
| 4 |
Invesco S&P 500 Pure Growth ETF
RPG
|
+$348K |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$309K |
Sector Composition
| 1 | Technology | 9.77% |
| 2 | Financials | 9.41% |
| 3 | Healthcare | 5.12% |
| 4 | Consumer Staples | 5.12% |
| 5 | Communication Services | 2.81% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Grayscale Bitcoin Trust
GBTC
$43.3B
| – | – |
-3,686
|
|
||
127
Nuveen Real Asset Income & Growth Fund
JRI
$378M
| – | – |
-14,504
|
|
||
128
Marvell Technology
MRVL
$76.1B
| – | – |
-1,843
|
|
||
129
Invesco BuyBack Achievers ETF
PKW
$1.47B
| – | – |
-2,112
|
|
||
130
Vanguard Information Technology ETF
VGT
$108B
| – | – |
-337
|
|
||
131
Workhorse Group
WKHS
$19.8M
| – | – |
-800
|
|